VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,129 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,726,001 | -3.6% | 10,822 | 0.0% | 0.58% | -36.7% |
| Q2 2023 | $1,789,959 | +4.0% | 10,822 | -0.2% | 0.91% | -3.2% |
| Q1 2023 | $1,720,800 | -0.0% | 10,839 | 0.0% | 0.94% | -1.7% |
| Q4 2022 | $1,721,233 | +10.8% | 10,839 | 0.0% | 0.95% | -2.5% |
| Q3 2022 | $1,554,000 | -4.3% | 10,839 | 0.0% | 0.98% | +1.5% |
| Q2 2022 | $1,624,000 | -14.8% | 10,839 | 0.0% | 0.96% | +2.6% |
| Q1 2022 | $1,907,000 | -1.7% | 10,839 | 0.0% | 0.94% | -9.9% |
| Q4 2021 | $1,939,000 | +5.7% | 10,839 | 0.0% | 1.04% | -1.6% |
| Q3 2021 | $1,835,000 | -2.5% | 10,839 | 0.0% | 1.06% | +0.4% |
| Q2 2021 | $1,882,000 | +3.7% | 10,839 | -1.1% | 1.06% | -2.9% |
| Q1 2021 | $1,815,000 | +20.3% | 10,959 | +3.3% | 1.09% | +10.3% |
| Q4 2020 | $1,509,000 | +30.9% | 10,614 | +1.8% | 0.99% | +16.1% |
| Q3 2020 | $1,153,000 | – | 10,423 | – | 0.85% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hackensack Meridian Health, Inc. | 1,428,976 | $255,570,000 | 24.79% |
| Mokosak Advisory Group, LLC | 248,745 | $44,482,000 | 17.06% |
| TrueWealth Financial Partners | 63,776 | $11,406,000 | 11.15% |
| Titan Capital Management, LLC /TX | 59,009 | $10,554,000 | 9.44% |
| Bishop & Co Investment Management, LLC | 125,118 | $22,377,000 | 9.25% |
| BHK Investment Advisors, LLC | 128,961 | $23,065,000 | 9.10% |
| Family CFO Inc | 51,187 | $9,155,000 | 8.84% |
| Center for Financial Planning, Inc. | 230,096 | $41,153,000 | 8.43% |
| ASPIRIANT, LLC | 856,412 | $153,157,000 | 8.19% |
| Merriman Wealth Management, LLC | 1,150,291 | $202,529,000 | 7.99% |